Изменение на рынке акций США: популярные акции чипов в основном падают, SanDisk (SNDK.US) упал более чем на 17%, за месяц его рыночная капитализация сократилась более чем на 50%.

according to Zhitong Finance APP, on Tuesday, popular chip stocks generally fell: Micron Technology (MU.US) dropped over 12%, SanDisk (SNDK.US) fell more than 17%, with their July market capitalization halved from recent highs; SK Hynix (SKHY.US) fell nearly 10%, TSMC (TSM.US) dropped more than 4%, and NVIDIA (NVDA.US) slipped over 1%. On Wednesday, the market awaits a “live” Federal Reserve meeting (no preset policy direction, with a 35% probability of a rate hike). Alongside this, large technology companies will release earnings reports after the close on Wednesday and on Thursday. The intertwining of multiple events has resulted in the market generally lacking risk appetite. On the news front, media reports indicate that NVIDIA is in talks to provide a $250 billion financial guarantee for OpenAI’s planned data center project in Ohio, and may further finance the purchase of chips needed for the facility, with the potential scale reaching an additional $350 billion. This move has heightened market concerns about massive expenditures by major tech companies in data centers, chips, and computer memory.